Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box

8/14/2019 Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box

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SharePoint for Project Management:

The Top 12 Features you get

right Out-of-the-Box!

A Webcast Presentation

amonn McGuinness

BrightWork


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BrightWork

Logistics for TodaysWebcast

Slide Deck and Webcast Recording download linksexpect an email tomorrow, Thursday March 19 th

Questions and Answers The webcast has a large audience

Impractical to take questions on the phone throughoutsorry!

Your phone has already been put on mute for now toavoid accidental background noise

We will answer questions at the end as follows:From the Microsoft Office Live Meeting questionmanager Click the Q&A panel or click Alt Q

Opening up the phone line you press 01 on yourphone

After the webcast - extra questions to
mailto:[email protected]


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Todays Agenda

Webcast Opening & Introduction (2 mins.)

The Webcast (25 mins.)Intro to SharePoint (in 12) and Managing Projects onSharePointLive Demo

Summary, References, Suggested Next Steps (3mins.)

& A


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BrightWork

Who are BrightWork?

BrightWork develop and market a projectmanagement plug-in for SharePoint called

BrightWork pmPoint.

BrightWork is a Microsoft Gold Certifiedpartner.

More Info: www.brightwork.com
http://www.brightwork.com/http://www.brightwork.com/


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to Manage Projects andPrograms

How can the SharePoint elements be used out of the box?

List Items Add fields, e.g. project typeLists Project Tasks and IssuesViews Datasheet and other viewsLibraries and Doc Mgmt. Project document controlMS Office Integration Lower deploymentbarriersWorkflow 3-State WorkflowWeb parts Views into task, issue listsWeb part pages Project summary homepageNavigation Add basic structure to

projects


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to Manage Projects andPrograms

How can we extend SharePoint for ProjectManagement?

List Items Visual Indicators; Unique IdsLists Task dependency; ChartsViews Gantt and other tailored viewsLibraries and Doc. Mgmt. Deliverables by PhaseMS Office Integration Send reports to email,ExcelWorkflow Project request and approvals

Web parts Project work reportsWeb part pages Executive project dashboardNavigation Process mapping, extendiblenav.

Sites Site templates for many projectt es


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Demo: SharePoint for Project Management

Demo SequenceList ItemsListsViews

Libraries and Doc. Mgmt.Web partsMS Office IntegrationWeb part pages

NavigationSitesSite collectionsWorkflow

Web applications

Refer to Appendix 1

for a

screenshot demo

on slides


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(1 .2 ) Notifications and reports

IT Department

Marketing GroupEnterprise-wide

Business ProjectsIT Projects

Projects of allShapes and Sizes

(3 .1 ) Customize tosuit

(3 .2 ) Capture &reuse bestpractices

(1 .3 )Project

data flowsto

dashboards

(1 .1 ) Create new project workspace

(2 .1 ) Create Project Office

sites

Team MembersProject Managers

Program ManagersSenior Management

(2 .2 ) Notifications and reports

Project Management onSharePoint

1. Manage individual projects tosuccess

2. Manage across a program of projects

3. Evolve the way projects aremanaged

Project Management Templates


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Some Advice fromExperience!

Build in the extra project management featuresneeded

Be very faithful to the SharePoint interface and

structureFor ease of deployment and maintenance

Next 4 slides talk to:1. Develop a simple process for project management2. Build templates that mimic different project types3. This can work for small or large organizations

4. Be careful to balance structure with flexibility


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Process Driven ProjectManagement

pmPoint recognizes that level of process required depends on the

organizations maturity and on the

particular needs of the individualprojects.


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BrightWork pmPoint ExecutiveSummary Project Management fororganizations of all shapes and sizes

"pmPoint facilitated the implementation of anew agile process for our projects, because of theextra project management features pmPointadded to SharePoint.

"pmPoint on SharePoint was easy to implementand provided us with a tool that could bemastered extremely quickly by our projectmanagers.

pmPoint reminds me of Albert Einstein whenhe said, 'Make things as simple as possible, butno simpler'. Enough said!

"Skanska USA Building uses pmPoint tosuccessfully manage our IT projects across theentire enterprise.

"pmPoint provides us with a projectmanagement tool based on how we work today

and evolving to where we want to be.

"pmPoint for project management is now anintegral part of RPA's suite of user SharePointapplications.

pmPoint provided us with an economical yetscalable solution for managing our projectportfolio. We now have better standards forcollecting project data and a intuitive tool thatmakes the work visible.

CJ, AbsolutePoker.com, Korea 10 users

George, Pennsylvania Office of Attorney General. 20 users

Sven, Up-Great., Switzerland 50 users

Andy, Skanska Construction, NJ, USA 70 users

Gary, Enterprise and Partner Group, Microsoft. 150 users

Maurice, Railway Procurement Authority, Ireland 250 users

Chris, Group Health Cooperative, Seattle, USA 500 users

Morten, Columbus IT., Norway 1,500 users

l


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Just Plug-In pmPoint toDetangle the WiresBrightWork's Project Management Solution Allows Sheppard Mullin toSkip Routine Fire Drills

As law firm Sheppard Mullin grewworldwide, the IT department spent greateffort trying to manage many, manyprojects at once. The pain has ended withBrightWork pmPoint, the first collaborativeproject management application offeringstructure and flexibility. BrightWorkpmPoint is a project management plug-in

for your SharePoint environment thatworks great!

We have a weekly meeting, and in 30minutes we know the status of everyproject. We can look at a single reportacross many projects, or for just one

project. BrightWork pmPoint provides apenetrating visibility into our projects,allowing us to see and address issues,ultimately leading to a much bettersuccess rate,

Dora Martinez, Director of Project Management forSheppard Mullin.

Read More on Microsoft Live Space


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Webcast - The ExecutiveSummary

2. SharePoint is now the worlds leading platform forcollaboration.

4. SharePoint can and is being used out of the box tomanage projects.

6. You can customize and extend SharePoint with thenecessary flexible structure and the requiredreporting for project and cross-projectmanagement either build or buy.


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More References for thiswebcast

Find out more about the SharePoint platform

Appendix 1 a slide demo of the SharePoint platform in use forProject Management

A blog: Manage Projects on SharePoint

More information on the pmPoint software from BrightWork
http://www.brightwork.com/support/sharepoint_resources.htmhttp://www.manageprojectsonsharepoint.com/default.aspxhttp://www.brightwork.com/pmpoint/index.htmhttp://www.brightwork.com/pmpoint/index.htmhttp://www.manageprojectsonsharepoint.com/default.aspxhttp://www.brightwork.com/support/sharepoint_resources.htm


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Candidate next steps after thiswebcast

Visit http://www.brightwork.com/pmpoint/resource_center.htm

If youhavent

already doneso, please

sign up for afree trial.

Need more information? [email protected] USA +1-617-357-9000

ext 701

Europe +353-91-514-492
http://www.brightwork.com/pmpoint/resource_center.htmmailto:[email protected]:[email protected]://www.brightwork.com/pmpoint/resource_center.htm


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Q&A

i. First - OnlineFrom the Microsoft Office Live Meetingquestion managerClick Q&A panel

or Alt Q to openthe QuestionManager

ii. Second on thephone

Opening up thephone line

To ask a question onthe phone, pleasepress the 01 key onyour phone

To get more related materials please visit:http://www.brightwork.com

Wed love to hear more detailed feedback onthis webcast

email ... [email protected]
mailto:[email protected]:[email protected]


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Appendix 1

SharePoint for Project Management

A Screenshot Demo on Slides


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Extend SharePoint - (1) ListItems

In-ListKPIs


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Extend SharePoint - (2) Lists

Other project managers like to work inMicrosoft Project. pmPoint allows a Project

Manager to plan a project in Microsoft Projectand to then import it into SharePoint andeither manage the plan in SharePoint or

periodically export it back out to MicrosoftProject.


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Extend SharePoint - (3)Views

Some project managers like awork breakdown structure (with

tasks, sub-tasks and taskdependencies). This can be

facilitated within SharePoint withpmPoints Project Schedule list.


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Extend SharePoint - (4) Libraries& Doc. Mgmt.

Use

libraries tomanage

work


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Extend SharePoint - (5) MS OfficeIntegration

Give stakeholders theoption to get their project

reports in MicrosoftExcel.


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Extend SharePoint - (6)Workflow

The Project Requests

lists shown here has aworkflow that checksthe Status of the

request and will createnew work items if a

project is approved for

creation.


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Extend SharePoint - (6) WebParts


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Extend SharePoint - (8) Webpart pages


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Extend SharePoint - (9)Navigation

Plan the project bymoving down

through the lists onthe quick launch(menu) and fill inthe blanks, e.g.

project statement,

goals, tasks,deliverables, issues,

Easily access multipleweb part pages

Divide Project Office intofunctional areas


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Extend SharePoint - (10)Sites

pmPoint projectsites are ideal

project containers

pmPoint projectsites are createdfrom templates or

by copying existingproject sites


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Extend SharePoint - (11) SiteCollections

pmPoint Site Collections areadvanced Program

Management Offices that youcan structure into a hierarchy

that matches your projectmanagement and

organizational needs

d h ( )


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Extend SharePoint - (12)Web Apps

Give clients

ownership of theirprojects

Documents

Share Point for Project Management-The Top 12 Features You Get Right Out-Of-The-Box